ML Research is ripe for such a subculture to emerge, because there are truly so many research directions that are nothing more than a tower of cards ready to be exposed.
You need an element of truth to capture your audience. Once you have an audience and you already deconstructed the tower of cards, you start looking for more content. And then you end up like Sabine.
Readit Newsdachworker commented on The contrarian physics podcast subculture timothynguyen.org/2025/08... · Posted by u/Emerson1
dachworker commented on Nvidia Tilus: A Tile-Level GPU Kernel Programming Language github.com/NVIDIA/tilus... · Posted by u/ashvardanian
What’s the relationship between Tilus and cuTile (and maybe Warp)?
A slight tangent, but I really wish Nvidia would release more details on Tile IR. Specifically on what it enables vs PTX.
Is it just about moving towards more MLIR based infra? Maybe it’s higher level and thus can enable better codegen across generations?
My impression of NVIDIA is that internally the teams are quite independent and there's not much in terms of broad strategy. So it could be these two efforts are not related.
dachworker commented on LL3M: Large Language 3D Modelers threedle.github.io/ll3m/... · Posted by u/simonpure
You can also use LLMs to write python code for FreeCAD. It kinda works, if you coach it through the whole process in baby steps.
I mean, trivially true, if you consider that AI-enhanced programming requires 1000% more code written, deleted and rewritten, countless times, by AI itself in it's feeble attempt to "reason" about the problem.
dachworker commented on America's stock-market dominance is an emergency for Europe wsj.com/finance/investing... · Posted by u/mudil
That’s idiotic really. I mean I’m not sure why you’d go to a European bank for investment advice other than “bank do money, ug”. There’s a whole advisory market out there which gives you better options based on your attitude to risk profile and goals. Not the usual put it all in a TSLA/NVDA/MSFT ETF and to the moon shit.
I made more out of the tech market in the last 5 years than I would have in it by having sensible advice and a half decent financial model.
I agree with you that tech stocks are overvalued. However, there is no free cake that I can think of. You can invest in bonds but in the short to medium term they under perform compared to equities by a lot.
And most industries have their own risk profiles that if anything are more tangible than the notion that someday, the tech bubble will pop.
dachworker commented on America's stock-market dominance is an emergency for Europe wsj.com/finance/investing... · Posted by u/mudil
Yes go most banks in Europe and ask to invest anywhere from 1000 to 1M euros they will sell you mainly two things: European govs debt and bluship US tech stocks. It might be wrapped in all kind product but it is often most of it (MS, Apple, Google, Nvidia, etc.).
I once asked what could be the alternative they literally couldn't answer me. Virtually every EU citizen with a bit of money has part of their savings invested in the same 5 US big tech companies. And I am sure it is the same in many parts of the world.
We are very very far from initial role of a bank and you might wonder why Europe has its own banking system in the end. It also explains why the price of those stocks are so high.
Actually you must be thinking of the most reputable banks.
Because most of them will absolutely try to fleece their older customer demographic by trying to make them invest in high expense funds that perform terribly. For them to advice you to put them into a decent index tracking fund is already a good sign.
dachworker commented on Nvidia Becomes First Company to Reach $4T Market Cap cnbc.com/2025/07/09/nvidi... · Posted by u/mfiguiere
One meta-lesson is probably that sustained effort by the same people or same culture matters
i.e. maybe you need “two hits” to become this big, separated by ~2 decades
For nvidia, it was graphics and then programmable GPUs (CUDA)
For Apple, it was GUI desktops and music players/phones
Google is up there, but I’d argue it’s closer to “one hit”, and limited by the founders stepping back and turning the company into an investment conglomerate, rather than being mission-based
When the founders leave, efficiency and creativity seem to be slowed by competing factions of upper management, often working at cross purposes
I’d say that in the best cases, institutional knowledge can build over 2 decades, but it’s also very possible to lose it
NVIDIA put a lot of effort into making their hardware and accompanying software useful and usable. CUDA by itself might have never got any attention if not for the effort that NVIDIA puts into helping their customers use their technology, effectively. And they are by no means perfect at it. Most of their products are a horrible mess and they often have 7 different ways to do the same thing. A lot of their libraries are closed source and you're forced to use an API that links to a black box. There's lots to complain about.
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dachworker commented on DeepSeek R2 launch stalled as CEO balks at progress reuters.com/world/china/d... · Posted by u/nsoonhui
Rumour was that DeepSeek used the outputs of the thinking steps in OpenAI's reasoning model (o1 at the time) to traing DeepSeek's Large Reasoning Model R1.
Maybe they also do that, but I work with a class of problems* that no other model has managed to crack, except for R1 and that is still the case today.
Remember that DeepSeek is the offshoot of a hedge fund that was already using machine learning extensively, so they probably have troves of high quality datasets and source code repos to throw at it. Plus, they might have higher quality data for the Chinese side of the internet.
* Of course I won't detail my class of problems else my benchmark would quickly stop being useful. I'll just say that it is a task at the undergraduate level of CS, that requires quite a bit of deductive reasoning.
We live in deeply unserious times.